Golden State Wealth Management’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84K | Buy |
837
+100
| +14% | +$10K | 0.01% | 532 |
|
|
2025
Q1 | $81.5K | Sell |
737
-217
| -23% | -$24K | 0.01% | 491 |
|
|
2024
Q4 | $85.1K | Buy |
+954
| New | +$85.1K | 0.01% | 460 |
|
|
2020
Q2 | – | Sell |
-334
| Closed | -$26K | – | 357 |
|
|
2020
Q1 | $26K | Buy |
+334
| New | +$26K | 0.01% | 462 |
|
|
2019
Q4 | – | Sell |
-334
| Closed | -$32K | – | 271 |
|
|
2019
Q3 | $32K | Buy |
+334
| New | +$32K | 0.01% | 529 |
|